West Financial Advisors, LLC Vanguard Intermediate Term Cor Transaction History
West Financial Advisors, LLC
- $591 Million
- Q4 2025
A detailed history of West Financial Advisors, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, West Financial Advisors, LLC holds 255,295 shares of VCIT stock, worth $21.3 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
255,295
Previous 197,795
29.07%
Holding current value
$21.3 Million
Previous $16.6 Million
28.23%
% of portfolio
3.61%
Previous 2.76%
Shares
9 transactions
Others Institutions Holding VCIT
# of Institutions
1,382Shares Held
504MCall Options Held
31.7KPut Options Held
200-
Bank Of America Corp Charlotte, NC82.3MShares$6.88 Billion0.48% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa80.6MShares$6.74 Billion2.5% of portfolio
-
Jpmorgan Chase & CO New York, NY53.3MShares$4.45 Billion0.3% of portfolio
-
Creative Planning Overland Park, KS26.4MShares$2.21 Billion1.72% of portfolio
-
Morgan Stanley New York, NY19.6MShares$1.64 Billion0.1% of portfolio